Capital World Investors

Capital World Investors Portfolio holdings

AUM $732B
1-Year Est. Return 35.38%
 

Capital World Investors (CWI), a division of Capital Group, one of the oldest and largest investment management firms in the world, was established in 1931 and is headquartered in Los Angeles, California. Specializing in active investment management, CWI focuses on long-term growth through a research-intensive approach, managing hundreds of billions in assets primarily through equity-focused mutual funds and institutional portfolios. It serves a diverse client base, including individual investors, financial advisors, and institutions, and is known for its flagship funds like the American Funds, which emphasize fundamental analysis and a multiple-portfolio-manager system to mitigate risk. With a global reach and a reputation for disciplined, value-oriented investing, CWI remains a cornerstone of Capital Group’s mission to deliver consistent, superior returns.

This Quarter Est. Return
1 Year Est. Return
+35.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$688B
AUM Growth
+$70.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
607
New
Increased
Reduced
Closed

Top Buys

1 +$4.75B
2 +$2.94B
3 +$2.04B
4
HON icon
Honeywell
HON
+$1.39B
5
NET icon
Cloudflare
NET
+$1.22B

Top Sells

1 +$3.78B
2 +$3.59B
3 +$3.53B
4
AVGO icon
Broadcom
AVGO
+$1.87B
5
ABBV icon
AbbVie
ABBV
+$1.8B

Sector Composition

1 Technology 25.43%
2 Financials 14.34%
3 Consumer Discretionary 12.26%
4 Healthcare 12.01%
5 Communication Services 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HLNE icon
376
Hamilton Lane
HLNE
$5.77B
$68.8M 0.01%
483,863
+209,022
PAY icon
377
Paymentus
PAY
$4.71B
$68.4M 0.01%
2,089,214
+1,148,440
PSA icon
378
Public Storage
PSA
$48.1B
$66M 0.01%
225,000
TDUP icon
379
ThredUp
TDUP
$935M
$65.2M 0.01%
8,707,600
SLDE
380
Slide Insurance Holdings
SLDE
$2.06B
$65M 0.01%
+3,000,000
NG icon
381
NovaGold Resources
NG
$3.52B
$64.1M 0.01%
+15,666,000
STRK
382
Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock
STRK
$590M
$63.4M 0.01%
+523,600
TXRH icon
383
Texas Roadhouse
TXRH
$11.1B
$61.6M 0.01%
328,852
+2,152
SYY icon
384
Sysco
SYY
$35.9B
$61.6M 0.01%
812,675
-1,372,926
NYT icon
385
New York Times
NYT
$10.5B
$60M 0.01%
1,071,312
+6,754
IBP icon
386
Installed Building Products
IBP
$6.98B
$60M 0.01%
332,493
+21,785
APAM icon
387
Artisan Partners
APAM
$3.06B
$59.5M 0.01%
1,342,837
+43,649
SKWD icon
388
Skyward Specialty Insurance
SKWD
$1.97B
$58.8M 0.01%
1,017,706
+202,872
BABA icon
389
Alibaba
BABA
$381B
$58.3M 0.01%
513,964
-52,777
CRCL
390
Circle Internet Group
CRCL
$19.1B
$58.2M 0.01%
+320,868
GNRC icon
391
Generac Holdings
GNRC
$9.07B
$58M 0.01%
405,093
-350,401
SSB icon
392
SouthState Bank Corp
SSB
$8.97B
$57.1M 0.01%
620,509
GEV icon
393
GE Vernova
GEV
$151B
$56.8M 0.01%
107,405
-256,525
GGAL icon
394
Galicia Financial Group
GGAL
$8.61B
$55.4M 0.01%
1,099,332
+412,355
NYAX
395
Nayax
NYAX
$1.55B
$54.3M 0.01%
1,075,000
ALAB icon
396
Astera Labs
ALAB
$24.4B
$54.3M 0.01%
600,000
APTV icon
397
Aptiv
APTV
$17.5B
$54M 0.01%
791,072
+49,540
PTON icon
398
Peloton Interactive
PTON
$3.05B
$53.7M 0.01%
7,742,528
PODD icon
399
Insulet
PODD
$23.4B
$52.8M 0.01%
168,000
-1
OLLI icon
400
Ollie's Bargain Outlet
OLLI
$7.74B
$51.9M 0.01%
394,132